Pacific Sage Partners, LLC
•CIK: 1936845•Filing: Q4 2025
**Pacific Sage Partners, LLC** manages $631M across a diversified portfolio of 121 positions. The fund exhibits significant concentration in technology and fixed income, with Microsoft ($91.1M) and SCHR ($79.6M) anchoring the top two holdings. Further notable allocations include BINC ($56.3M) and SCHF ($39.4M), suggesting a tactical tilt toward growth equities and defensive fixed income strategies.
Total AUM
$630.3M
QoQ Performance
+5.5%
Positions
96
Top 10 Concentration
65.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
SCHR
BINC
SCHF
VGSH
VTIP
IWD
MSFT14.5%
SCHR12.6%
BINC8.9%
SCHF6.2%
VGSH5.4%
VTIP5.3%
IWD5.1%
SSUS2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.2%
Technology19.4%
Consumer4.8%
Healthcare1.1%
Industrial0.9%
Financial0.7%
Communication0.5%
ETF0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑66 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023